Steven Check - Check Capital Management
As of Q2 2026, Steven Check reported 16 long-equity positions worth $1.74B in aggregate.
It also disclosed $2.01B of call notional. Notional is the contracts’ face value, not the premium paid, so it is reported separately from the equity above — see the Options section below.
Copy-investor backtest
- Latest quarter
- +5.84%
- 1-year
- +13.99%
- 3-year
- +79.29%
- 5-year
- +57.77%
- 3-year vs S&P 500
- -26.05%
- 5-year vs S&P 500
- -16.34%
- 5-year top 5
- +86.77%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Live quotes available for 48 of 67 rows. Rows without a quote are marked unavailable.
| 1 | BRK-B | Berkshire Hathaway 'B' | 31.48% | Reduce -2.5% | 2,008,998 | $289.94M | $144.32 | No quote |
| 2 | WFC | Wells Fargo | 10.62% | Add +0.8% | 1,798,306 | $97.83M | $54.40 | No quote |
| 3 | IBM | IBM | 7.03% | Add +5.0% | 403,296 | $64.73M | $160.50 | No quote |
| 4 | VZ | Verizon | 6.15% | Add +7.7% | 1,164,566 | $56.63M | $48.63 | No quote |
| 5 | AFL | Aflac | 5.05% | Add +2.0% | 726,648 | $46.51M | $64.01 | No quote |
| 6 | QCOM | Qualcomm | 4.19% | Add +6.3% | 556,022 | $38.56M | $69.34 | No quote |
| 7 | AXP | American Express | 3.89% | Add +86.7% | 458,100 | $35.79M | $78.12 | No quote |
| 8 | ORCL | Oracle Systems | 3.65% | Add +7.2% | 779,062 | $33.62M | $43.15 | No quote |
| 9 | PCP | Precision Castparts | 3.58% | New | 156,820 | $32.93M | No quote | No quote |
| 10 | SU | Suncor | 3.45% | Add +107.1% | 1,085,366 | $31.75M | $29.25 | No quote |
| 11 | DTV | DirecTV | 3.12% | Reduce -2.3% | 338,143 | $28.78M | No quote | No quote |
| 12 | INGR | Ingredion | 2.63% | Add +10.5% | 311,013 | $24.2M | $77.82 | No quote |
| 13 | MKL | Markel | 2.37% | Add +14.8% | 28,374 | $21.82M | $768.94 | No quote |
| 14 | MCD | McDonald's | 2.29% | Reduce -0.8% | 216,927 | $21.14M | $97.44 | No quote |
| 15 | ACN | Accenture | 2.28% | Reduce -2.7% | 223,800 | $20.97M | $93.69 | No quote |
| 16 | EMR | Emerson Electric | 1.72% | New | 280,006 | $15.85M | $56.62 | No quote |
| 17 | BRK-A | Berkshire Hathaway 'A' | 1.25% | - | 53 | $11.53M | $217490.57 | No quote |
| 18 | WMT | Wal-Mart | 0.95% | Reduce -77.2% | 106,627 | $8.77M | $82.25 | No quote |
| 19 | USB | US Bancorp | 0.89% | Reduce -2.1% | 187,093 | $8.17M | $43.67 | No quote |
| 20 | LUK | Leucadia National | 0.81% | Reduce -35.0% | 336,044 | $7.49M | No quote | No quote |
| 21 | JNJ | Johnson & Johnson | 0.58% | Add +43.8% | 52,914 | $5.32M | $100.60 | No quote |
| 22 | ABT | Abbott Labs | 0.49% | Reduce -71.1% | 96,775 | $4.48M | $46.33 | No quote |
| 23 | AAPL | Apple | 0.27% | Add +1.1% | 19,954 | $2.48M | $124.44 | No quote |
| 24 | MSFT | Microsoft | 0.11% | Reduce -2.7% | 24,903 | $1.01M | $40.64 | No quote |
| 25 | ESV | Ensco | 0.07% | Add +27.6% | 31,390 | $661K | No quote | No quote |
| 26 | UNH | UnitedHealth | 0.07% | - | 5,400 | $639K | $118.33 | No quote |
| 27 | ESRX | Express Scripts | 0.06% | Reduce -8.1% | 6,850 | $594K | No quote | No quote |
| 28 | SYNA | Synaptics | 0.06% | Reduce -19.8% | 7,100 | $577K | $81.27 | No quote |
| 29 | RKT | Rock Tenn | 0.06% | Reduce -12.0% | 8,800 | $568K | $64.55 | No quote |
| 30 | CVX | Chevron | 0.06% | Add +51.6% | 5,285 | $555K | $105.01 | No quote |
| 31 | HAL | Halliburton | 0.06% | Add +12.8% | 12,351 | $542K | $43.88 | No quote |
| 32 | GLW | Corning | 0.05% | - | 21,590 | $490K | $22.70 | No quote |
| 33 | COP | Conocophillips | 0.05% | Add +2.7% | 7,548 | $470K | $62.27 | No quote |
| 34 | COF | Capital One Fin'l | 0.04% | Reduce -12.3% | 5,100 | $402K | $78.82 | No quote |
| 35 | T | AT&T | 0.04% | Reduce -2.5% | 12,100 | $395K | $32.64 | No quote |
| 36 | TRV | Travelers Companies | 0.04% | - | 2,983 | $323K | $108.28 | No quote |
| 37 | CSX | C S X | 0.03% | - | 9,331 | $309K | $33.12 | No quote |
| 38 | SH | Proshares Short S&P 500 | 0.03% | - | 13,500 | $290K | No quote | No quote |
| 39 | BA | Boeing Co | 0.03% | - | 1,897 | $285K | $150.24 | No quote |
| 40 | FAST | Fastenal | 0.03% | - | 6,750 | $280K | $41.48 | No quote |
| 41 | OXY | Occidental Petroleum | 0.03% | - | 3,557 | $260K | $73.10 | No quote |
| 42 | PM | Philip Morris Intl | 0.03% | Reduce -15.0% | 3,412 | $257K | $75.32 | No quote |
| 43 | AMGN | Amgen | 0.03% | New | 1,600 | $256K | $160.00 | No quote |
| 44 | BBBYQ | Bed Bath & Beyond | 0.03% | - | 3,170 | $243K | No quote | No quote |
| 45 | PEP | Pepsico | 0.03% | Reduce -6.1% | 2,458 | $235K | $95.61 | No quote |
| 46 | SMSI | Smith Micro Software | 0.02% | - | 178,000 | $228K | No quote | No quote |
| 47 | KO | Coca-Cola | 0.02% | Reduce -20.2% | 5,526 | $224K | $40.54 | No quote |
| 48 | DUK | Duke Power & Light | 0.02% | - | 2,799 | $215K | No quote | No quote |
| 49 | NOV | National Oilwell Varco | 0.02% | - | 4,260 | $213K | $50.00 | No quote |
| 50 | C | Citigroup | 0.02% | Reduce -4.7% | 4,100 | $211K | $51.46 | No quote |
| 51 | GE | General Electric | 0.02% | Reduce -6.7% | 8,443 | $209K | $24.75 | No quote |
| 52 | GOOGL | Google Class A | 0.02% | New | 371 | $206K | $555.26 | No quote |
| 53 | GOOG | 0.02% | New | 371 | $203K | $547.17 | No quote | |
| 54 | TGI | Triumph Group | 0.02% | New | 3,350 | $200K | No quote | No quote |
| 55 | BAC | Bank of America | 0.02% | Reduce -16.9% | 12,294 | $189K | $15.37 | No quote |
| 64 | PG | Procter & Gamble | - | Sold | 0 | $0 | No quote | No quote |
| 63 | PKX | Posco | - | Sold | 0 | $0 | No quote | No quote |
| 62 | MON | Monsanto | - | Sold | 0 | $0 | No quote | No quote |
| 61 | MEI | Methode Electronics | - | Sold | 0 | $0 | No quote | No quote |
| 60 | MDT | Medtronic | - | Sold | 0 | $0 | No quote | No quote |
| 59 | LH | Lab Corp of America | - | Sold | 0 | $0 | No quote | No quote |
| 58 | FI | Fiserv | - | Sold | 0 | $0 | No quote | No quote |
| 57 | XOM | Exxon Mobil | - | Sold | 0 | $0 | No quote | No quote |
| 56 | CSCO | Cisco Systems | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.